How many of your existing prospects or clients are business owners? Are you talking to them about life insurance strategies to help protect their business - teaching them to expect the unexpected? Many times, these clients have one or more business partners and only have a verbal plan or agreement in place with regard to what should be done in the event of unforeseen circumstances.
The obvious concern is - what happens if one of them were to pass away prematurely? However, there are other life events they may not have considered at all. For instance, is there a plan in place should one partner go through a divorce? What if one of them is disabled for an extended period of time?
The best solution is to have a written Buy-Sell agreement that addresses these and other concerns. Some of your clients may already have a written agreement, but they may be outdated or even worse, unfunded.
By using a Buy-Sell Review Kit, you can help clients lay out a new plan or update an existing one.
Click here to download the Buy-Sell Review Kit
Best of luck this week!
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